Amy Sorrels is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill in 2011. Amy holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise encompasses complex financial challenges faced by affluent individuals and families, including advanced wealth management, tax planning, estate planning, executive compensation, and multigenerational wealth transfer strategies. Amy also advises business owners and executives on retirement plans such as 401(k), 403(b), SIMPLE IRA, SEP IRA, and defined benefit plans. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Amy earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in 2003. She has served as a board member of GIVING WoMN, an organization dedicated to nurturing women's leadership in philanthropy, and as an educator for Junior Achievement in financial literacy. Outside of her professional work, Amy is involved in her community as a youth basketball coach for YMCA of the North and enjoys tennis, golf, cooking, baking, and spending time with her husband Jeff and their daughters, Jane and Vivian.

Michael Bills is a financial advisor with Wells Fargo Advisors in Mendota Heights, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo Advisors since 2016. In addition to his advisory role, he owns and operates Consilium Advisory Services LLC, a family office practice based in Eagan, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer strategies. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds.

Dennis Stolp is a financial advisor with Cetera, holding a Series 63 designation and over 50 years of industry experience. His career includes long tenures at Securian Financial Services, Comprehensive Benefits, and Minnesota Life Insurance, among others. Outside of advising, Stolp is involved in community activities such as volunteering with the Ramsey County Sheriff Water Patrol and serving on the Ramsey County Sheriff’s Foundation Board, as well as participating as a board member of the Optimist Club in Roseville, MN. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that features a variety of discretionary and non-discretionary investment program options.

Michael Bogden III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Thrivent Financial, and has professional experience outside finance in sound design through his company, Michael Bogden Sound Design LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and analysis methods.

Bryan Benedict is a financial advisor with Wells Fargo Clearing based in Minneapolis, MN. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2024, he worked at Bank of America, Merrill, and Minnesota Bank and Trust. He also serves as a trustee for the Patricia Raht Marital Trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sean Donnelly is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. His prior work includes roles at U.S. Bank, Northwestern Mutual, and Target, as well as time at the University of North Dakota. Outside of his advisory work, he is involved with Royal Ideas LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines internal investment research, third-party data, and algorithmic tools, with recommendations implemented in collaboration with clients and their advisors.

Pamala Cross is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she works as a cashier at a retail store in Coon Rapids, MN. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nicholas Peters is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 12 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Elaina Huffman is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc and Wells Fargo Clearing Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Peter F. Jackson is a financial advisor with UBS Financial Services in Saint Paul, MN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Ann Rislove is a Series 66 licensed financial advisor with Edward Jones, based in Woodbury, MN. She has seven years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Samuel Schraut is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Mindlance Inc, Farmers State Bank, and has experience in various roles at the University of Northern Iowa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Terry Fisher is a financial advisor with Fidelity in Saint Paul, MN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Fidelity Investments in various capacities since 2006. Outside of his advisory role, he is a partner involved in managing a duplex rental property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Rebecca Benvie is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked with North Star Resource Group and Cetera Advisor Networks LLC. Outside of her advisory duties, she serves as Practice Coordinator at North Star Resource Group, supporting securities, insurance, and advisory business operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Douglas Sandahl is a financial advisor at Robert W. Baird & Co. with 36 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2008 and holds Series 63 and Series 65 licenses. Based in Minneapolis, MN, he is part of the DDK Group within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pensions, corporations, charitable organizations, and institutional clients, providing consulting and portfolio services tailored to client goals and risk tolerances. Their approach includes discretionary and non-discretionary portfolio management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Scott Stroeing is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Gervais Wealth Management and held roles focused on children's mental health case management at the Washburn Center for Children. LPL Financial serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Taylor Hansen is a financial advisor at Ameriprise in Eagan, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Ameriprise since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Flinn is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked in catering and various other roles including positions at Bethel University and the North Suburban Soccer Association. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Potas is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 credential with two years of industry experience. His prior work includes roles at American Income Life-Globe Life, The Cheesecake Factory, The La Crosse Country Club, and Grizzly's Woodfired Grill. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithmically supported recommendations.

Owen Peterson is a Financial Advisor with Merrill Lynch Wealth Management in the Saint Paul area. He specializes in liquidity management, personal retirement planning, and retirement income. Owen takes a planning-driven approach, working closely with clients to understand their priorities and translating complex financial concepts into clear guidance to support informed decision-making. Owen began his career with Bank of America in banking and later joined Merrill Edge before becoming a Financial Advisor with The Zawacki-Krebsbach-Droddy Group. This experience provides him with a comprehensive understanding of the full Bank of America and Merrill relationship, which he applies in his work. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Owen earned his bachelor's degree from the University of Minnesota Morris, where he double majored in Economics and Financial Management with a minor in Spanish. He was a member of the Spanish honor society. A native of Inver Grove Heights, Owen lives in South Saint Paul with his wife, Rachel, and their Golden Retriever, Freddy. His personal interests include fishing, football, golfing, hunting, skiing, and spending time with his family.